WYNN是首选持股，因其高端商业模式能捕捉超富裕赌客的巨额消费，只需少量客户即可获得可观利润。
逐段跳播
我喜欢像RH这样的公司。我这样做的原因是，在像RH这样的商业模式中，如果你了解我，你知道我非常喜欢押注高端公司，对吧？所以，如果你了解我，你知道我一直喜欢Wynn Resorts。
这是我拥有的一家公司。这不是我在公开账户中拥有的股票，但这是我其他投资组合中拥有的股票，包括，我相信我在Patreon投资组合中拥有Wynn Resorts相当大的仓位，对吧？以及私人投资组合。
I love a company like RH. And the reason I do, right? In a business model like an RH is if you know me, you know I really like to bet on the high-end companies, right? So, if you know me, you know I've always loved Wynn Resorts. It's a company I own. It's not a stock I own in the public account, but it is a stock I own in other portfolios including, I believe I own Wynn Resorts a pretty significant position in the Patreon portfolio, right? As well as private portfolios.
我喜欢押注高端市场，对吧？而且，这真的是我唯一喜欢押注利基市场的时候，如果我押注的是超高端公司，对吧？所以，这样想，对吧？像Wynn这样的公司，他们有这些惊人的度假村，他们的度假村确实吸引了最富有的前10%，前10%的，你知道，大钱人士，对吧？
I like betting on the high end, right? And it's really the only time I like to bet on niche market is if I'm betting super high end company, right? So, think of it like this, right? A company like Wynn, they have these amazing resorts and their resorts really attract the top 10% of wealth, the top 10% of like, you know, big money folks, right?
另一方面，像Wynn这样的公司，一个人可以进入Wynn，在一个周末输掉200万美元，一个客户，因为他们有大钱人士，亿万富翁来Wynn Resorts赌博。净资产超过1亿美元的人来Wynn Resorts赌博。
百万富翁，千万富翁，对吧？所以，一个净资产9亿美元的人可以轻松地在Wynn赌博一个周末输掉200万美元，对吧？对他来说，这不算什么，就像，你知道，一个年收入5万美元的人来Caesar's Palace或Rio或任何物业花200美元，对吧？
所以，这就是商业模式的惊人之处。一个客户，你可以赚200万美元，或者10,000个客户，你可以赚200万美元，对吧？我喜欢与那些需要一个客户就能赚200万美元的公司打交道，对吧？
A company like Wynn on the other hand, guy can come in a Wynn and lose two $2 million in a weekend, one customer, because they have big money people, billionaires come to gamble at Wynn Resorts. People with $100 million plus net worth come to come to gamble at Wynn Resorts. Millionaires, multi-millionaires, right? So, a guy with a $900 million net worth can easily go blow $2 million in a weekend gambling at the Wynn, right? And for him, it's just not much, the same way, you know, somebody that's, you know, works for 50k a year comes and spends $200 at, I don't know, Caesar's Palace or the Rio or whatever property, right? So, that's what's amazing about the business model. One customer, you can make $2 million or 10,000 customers, you can make $2 million, right? I like to deal with companies that need one customer and they can make $2 million, right?
这个频道对 $WYNN 的历次判断
Financial Education 在这只股票上只有这一条判断。